Ed Sim

What’s 🔥 in AI/Infra/VC #519

Saastr

SaaStr AI App of the Week: Remote. The $300M Payroll Platform Your AI Agent Can Run

Sequoia

TypeSafe: The Jevolution

A Wealth of Common Sense | Ben Carlson

The Winners & Losers of Higher Interest Rates

Making Connections by Jax | Jax Vullinghs

Credibility is the scarce resource

Climate Tech VC

🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫

Saanya Ojha

Please Be Nice to Claude

Turner Novak

🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures

Newcomer | Eric Newcomer

Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy

A16Z

This Week in Charts: Are Prediction Markets Politically Biased?

Madrona Ventures

Highlights From the 2026 IA40 Summit: Harnessing the Value of AI

A16Z

Investing in TypeSafe AI

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Highlights From the 2026 IA40 Summit

AlleyCorp

AlleyCorp in Q3: CEO Summit + Valar, Valon and Thyme Care Raises

99% Derisible | Yoni Rechtman

Data beyond brokerage

Sammy Abdullah

SaaS Multiples Continue to Show a Premium for Growth Over Profitability

David Teten

Are you a supervoter?

Saastr

It Takes 12 Years to IPO. Then Another 2-3 for Your VCs to Get Liquid. And Founders Can Generally Only Sell About ~4% a Year.

Eclipse | Seth Winterroth

Built for the Compute Ownership Era

Clouded Judgement | Jamin Ball

Clouded Judgement 10.9.26 - Cache Is the New Egress

Not Boring | Packy McCormick

Weekly Dose of Optimism #214

First Round Review

References are the most underrated tool in hiring

Kwokchain | Kevin Kwok

Abstract Warfare: How TSMC Made Its Own Market

EM Cap

Arcee AI on Why Open-Weights Are a National Bet, Not a Business Model

Andrew Ziperski

Unburdened By What Has Been